Ishares Tr etf msci usa shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.2M | 15k | 141.42 |
| 2025-12-31 | $2.2M | 15k | 148.36 |
| 2025-09-30 | $2.1M | 15k | 145.60 |
| 2025-06-30 | $1.8M | 14k | 135.30 |
| 2025-03-31 | $1.7M | 14k | 121.91 |
| 2024-12-31 | $1.3M | 9.7k | 128.82 |
| 2024-09-30 | $1.3M | 10k | 126.18 |
| 2024-06-30 | $1.3M | 11k | 119.32 |
| 2024-03-31 | $1.3M | 11k | 114.96 |
| 2023-12-31 | $1.0M | 9.8k | 104.92 |
| 2023-09-30 | $919k | 9.8k | 93.91 |
| 2023-06-30 | $932k | 9.6k | 97.46 |
| 2023-03-31 | $973k | 11k | 90.45 |
| 2022-12-31 | $912k | 11k | 84.75 |
| 2022-09-30 | $953k | 12k | 79.43 |
| 2022-06-30 | $929k | 11k | 83.91 |
| 2022-03-31 | $1.2M | 12k | 101.36 |
| 2021-12-31 | $1.3M | 12k | 107.90 |
| 2021-06-30 | $997k | 10k | 98.44 |
| 2021-03-31 | $872k | 9.6k | 90.91 |
| 2020-12-31 | $541k | 6.3k | 86.05 |
| 2020-09-30 | $602k | 7.9k | 76.26 |